Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,740 | $78,428+38.6% | $95,960+13.3% | $79,852+36.2% |
| Participation rate | 72.5% | 73.5%-1.0pp | 77.1%-4.6pp | 69.6%+2.9pp |
| Annual return | -6.38% | 19.37%-25.8pp | 91.63%-98.0pp | 31.72%-38.1pp |
| Employer contribution / active EE | $1,572 | $1,945-19.2% | $2,541-38.2% | $2,471-36.4% |
| Participant deferral / active EE | $2,350 | $3,440-31.7% | $4,167-43.6% | $3,740-37.2% |
| Admin fee / account holder | $10,136 | $5,622+80.3% | $6,797+49.1% | $5,306+91.0% |